What kind of guidance and advice can Fidelity provide?
Fidelity offers free one-on-one guidance in person at Investor Centers nationwide, over the phone at 800.FIDELITY (800.343.3548), and online. Visit the Guidance & Retirement page for help with: • Choosing investments • Retirement planning • Navigating specific life stages • Decisions during big life events • Planning help for taxes, insurance, estates, and more For more hands-on investment guidance, you can choose to have Fidelity manage your investments for you. Investors with $250,000 or more in assets may qualify for a dedicated Account Executive and support staff. Additionally, you can get our latest thoughts on the financial industry, investing ideas, and personal finance in Fidelity Viewpoints® and Market Insights. Our in-depth investment research lets you analyze, test, and discover investment opportunities on your own.
